Trust and Estates Paralegal Specialist

4 weeks ago


Hackensack, New Jersey, United States Fawkes IDM Full time
Job Description

Fawkes IDM is seeking a skilled Trust and Estates Paralegal to support their team in Hackensack, NJ.

Responsibilities:

  • Handling all phases of estate and trust administration, including probate, with knowledge of New Jersey, New York, and Florida probate a plus.
  • Extensive communication with clients, financial planners, and accountants.
  • Preparation of federal and state estate tax returns and fiduciary accountings.
  • Distribution of estate assets and trust funding.

Requirements:

  • 5+ years of experience in a similar role.
  • College degree and/or paralegal certificate required.
  • Superior communication and mathematical skills are a must.
  • Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word a plus.


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